See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,537 | $176,662-59.5% | $130,648-45.2% | $152,861-53.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.16% | 2692.24%-2672.1pp | 1708.96%-1688.8pp | 345.32%-325.2pp |
| Employer contribution / active EE | $8,463 | $5,742+47.4% | $4,092+106.8% | $4,762+77.7% |
| Participant deferral / active EE | $8,147 | $4,361+86.8% | $3,603+126.1% | $5,850+39.3% |
| Admin fee / account holder | $51 | $7,133-99.3% | $5,464-99.1% | $11,596-99.6% |